Money Purchase · DOL Form 5500 · 2022

Blue Cross and Blue Shield of North Carolina Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
147
Participants Small participant base
25th
Percentile by assets National rank
$7,019
Avg per participant Low balance/head
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Official DOL plan name: Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan · Sponsored by Blue Cross and Blue Shield of North Carolina · North Carolina · Finance & Insurance

$1M in assets, 147 participants

Blue Cross and Blue Shield of North Carolina's Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan reported $1M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 25th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,539 in Finance & Insurance (9,261 peers)

Coverage in North Carolina

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan covers 147 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.

#1,539
in Finance & Insurance (9,261 peers)
-20.7%
assets change YoY

The plan reported a net loss of $270K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan among the smaller filed plans by assets

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,031,810 25th percentile higher than 25% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan sits mid-pack in the medium band (147 participants).

EBSA filing schedule strip

Filing strip 560894904 · Blue Cross and Blue Shield of North Carolina PY 2022 · Money Purchase

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan · $1M · 147 · 25th

  • PART $1M
  • PART 147
  • PART 25th
  • PART Money Purchase
  • PART near Shaw Dehghan Profit Sharing Plan
  • PART ind #1539

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in North Carolina →

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan in the asset neighbourhood

Miller Wagner & Company PLLC Money Purchase Pension PlanMiller Wagner & Company PLLC…$1MPartners National Health Plans of Nc, Inc. Target Benefit Pension PlanPartners National Health Pla…$1MShaw Dehghan Profit Sharing PlanShaw Dehghan Profit Sharing …$1MOakley & Gore$1MNeuro Diagnostico Del Oeste, Csp Retirement PlanNeuro Diagnostico Del Oeste,…$1M
End-of-year total assets ($M) among Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$270K
Employer EIN560894904
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of North Carolina)

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield of North Carolina plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 30.15328907813077% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.09B $1.42B ▲ +30.3%
Year Plans Participants Total Assets
2022 3 6,108 $1.1B
2023 2 5,272 $1.3B
2024 2 5,693 $1.4B

Nearby Money Purchase Plans in North Carolina

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan, Total assets ($M): 1.03181 · Participants: 147Partners National Health Plans of Nc, Inc. Target Benefit Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 478.658982 · Participants: 2393Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 196.871715 · Participants: 1306Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 95.113597 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 45.724796 · Participants: 745Carteret County General Hospital Money Purchase Pension PlanGoodwill Industries of Northwest North Carolina, Inc Money Purchase Plan, Total assets ($M): 17.472554 · Participants: 1145Goodwill Industries of Northwest North Carolina, Inc Money Purchase Plan
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan side-by-side with 3 peers →

Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Shaw Dehghan Profit Sharing Plan in CA ($1M); by covered participants it is N.E.L. Corporation Money Purchase Pension Plan in MA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan assets move in 2022? ▼
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan declined sharply - down 20.7% during 2022, from $1M to $1M. Reported net income was -$270K.
How have Blue Cross and Blue Shield of North Carolina plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of North Carolina's sponsor-wide assets grew 30.2%, from $1.1B to $1.4B.
Where does Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Shaw Dehghan Profit Sharing Plan in CA ($1M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is N.E.L. Corporation Money Purchase Pension Plan in MA (147 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560894904.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.